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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salem, UT

Every SEC-registered investment adviser representative at a firm office in Salem, with the firms that employ the most of them.

The short answer

2 registered advisors work in Salem; the most are at Strategic Advisers LLC (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Salem

FirmAdvisors in Salem
Strategic Advisers LLC2

Advisors in Salem, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,559South Jordan 354Sandy 324Lehi 237Draper 165Provo 144Cottonwood Heights 142Orem 129St. George 115Holladay 110Bountiful 103Park City 92Ogden 88Logan 71West Jordan 68Murray 66Midvale 65Layton 64Farmington 52Pleasant Grove 46Riverton 44Saratoga Springs 44Centerville 40Kaysville 37

Questions

How many financial advisors are in Salem, UT?

2 investment adviser representatives are registered at firm offices in Salem, Utah, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Salem?

Strategic Advisers LLC, with 2 registered advisors in Salem.

How do I check a financial advisor in Salem?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.